半导体

Beijing time on November 25th, the US stock market is completely boiling! The Nasdaq soared 2.69% to close at 22872.01 points, marking the best single-day performance since May; the S&P 500 rose 1.55% to break through the 6700-point mark, and the Dow Jones also rose 0.44% to close at 46448.27 points, with technology stocks leading the way in a 'rising tide lifts all boats', as funds madly flowed back into risk assets!

🚀 Core engine of the surge: Dual favorable factors ignite market sentiment
- Federal Reserve's 'dovish feast': New York Fed President Williams, San Francisco Fed President Daly, and other core officials made intensive statements, clearly supporting a rate cut in December, emphasizing that the downside risks in the labor market outweigh inflation concerns. The probability of a 25 basis point rate cut in December surged from 40% a week ago to 84.9%, reaching a recent high.

Local time on November 24, Trump signed an important executive order, officially launching the AI national strategy 'Genesis Program'! Elevating the AI competition to the same level as the 'Manhattan Project', combined with a $500 billion 'Stargate' computing infrastructure and a comprehensive relaxation of regulations, directly igniting the global AI race, with US tech stocks collectively soaring!

🚀 Three core explosive points of the new policy, unprecedented strength
- National-level AI research platform established: instructing the Department of Energy to integrate all supercomputers and federal data across the US, building an artificial intelligence experimental platform covering materials science, biology, energy, and other fields, promoting research automation and the establishment of robotic laboratories.